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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
Branch Locations
San Antonio, TX • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | San Antonio | TX | 08/2011 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 08/2011 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Rental Property Owner | Schertz | TX | 10/2016 | 03/2021 |
| Charles Schwab & Co | San Antonio | TX | 05/2020 | 11/2021 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 08/2021 | 11/2021 |
| Empower Financial Services, Inc. | San Antonio | TX | 11/2022 | Present |
| Unemployment | San Antonio | TX | 11/2021 | 11/2022 |
ASVB LLC / Co-Owner, Partner. Online retailer; Print on demand.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-17 |
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